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Nuclear Energy

Nuclear energy supplies constant carbon-free electricity, which has brought it back into favour as data center demand collides with decarbonisation targets. Long build times mean supply responds slowly to a change in sentiment.

61 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
201
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$108M +$2.07M 1 2.52% Increased
202
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$107M -$3.94M 7 0.4% Reduced
203
Osaic Holdings
Osaic Holdings
Arizona
$103M +$6.44M 31 0.21% Increased
204
Snyder Capital Management
Snyder Capital Management
California
$103M +$27.3M 1 2.72% Increased
205
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$103M +$28.6M 2 1.81% Increased
206
Regions Financial Corp
Regions Financial Corp
Alabama
$101M -$2.26M 8 0.88% Reduced
207
Empyrean Capital Partners
Empyrean Capital Partners
California
$101M +$50.1M 3 2.25% Increased
208
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$101M -$154K 9 0.4% Reduced
209
Intact Investment Management
Intact Investment Management
Quebec, Canada
$101M +$17.3M 6 2.81% Increased
210
Hamlin Capital Management
Hamlin Capital Management
New York
$97.8M +$8.56M 1 3.89% Increased
211
MCI
McDonald Capital Investors
California
$97.4M -$3.21M 1 7.55% Reduced
212
OWIM
Old West Investment Management
California
$97.1M -$2.04M 5 25.34% Reduced
213
SCM
Shapiro Capital Management
Georgia
$97.1M +$64.5M 1 1.81% Increased
214
M&G Investment Management
M&G Investment Management
United Kingdom
$96.5M -$7.69M 1 0.23% Reduced
215
SEI Investments
SEI Investments
Pennsylvania
$96.3M -$3.51M 14 0.2% Reduced
216
Wedge Capital Management
Wedge Capital Management
North Carolina
$95.3M +$5M 5 1.23% Increased
217
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$93.8M -$1.81M 11 0.54% Reduced
218
KCM
Knighthead Capital Management
New York
$93.3M -$46.6K 1 5.63% Reduced
219
Great Lakes Advisors
Great Lakes Advisors
Illinois
$93.2M -$12.3M 4 1.45% Reduced
220
Aberdeen Group
Aberdeen Group
United Kingdom
$93.1M -$8.46M 8 0.21% Reduced
221
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$92.7M +$722K 1 2.23% Increased
222
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$92.6M +$49.5M 4 0.22% Increased
223
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$92.5M +$2.29M 3 2.75% Increased
224
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$92.3M +$3.75M 4 0.62% Increased
225
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$92.2M +$2.23M 9 0.53% Increased